See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,601 | $99,640-74.3% | $86,436-70.4% | $134,475-81.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -9.60% | 6782.58%-6792.2pp | 4394.89%-4404.5pp | 417.96%-427.6pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $26 | $7,246-99.6% | $6,952-99.6% | $6,400-99.6% |
| Admin fee / account holder | $1,436 | $8,371-82.8% | $6,731-78.7% | $11,426-87.4% |